As the International Maritime Organization (IMO) presses to implement their groundbreaking Greenhouse Gas Fuel Intensity Standards across the shipping industry, we examine the scope and likely impacts of these net-zero regulations. Get our take on the credit implications to the industry—including progress on the transition to alternative fuels—as well as considerations for investors in this growing sector.

PGIM’s Roma Wilkinson, ESG Specialist, hosts this discussion with Sean Goodier, CFA, European Investment Grade Credit Research Analyst.

Recorded on September 3, 2025.

EU ESG regulations significantly impact companies operating within the EU, necessitating precise actions and accountability. This episode of Fixed on ESG outlines the key institutions responsible for shaping EU ESG regulations and the various forms these regulations can take, including sustainability frameworks and reporting obligations to investment classifications. We will examine the current trajectory for regulatory changes, including the Omnibus package, against Europe’s shifting political and economic contours.

PGIM’s Birgit Lundem Jakobsen, ESG Specialist, hosts this discussion with Judith Franken, EMEA Government Affairs.

Recorded on August 26, 2025.

With climate-related events increasing in frequency and severity, we discuss the role of insurance in mitigating the economic and social risks. With a focus on the property and casualty insurance sector, learn about insurance’s economic role, how insurers are adapting their strategies to protect against losses while offering coverage where it is needed, and the importance of risk mitigation efforts by all key players.

PGIM’s David Klausner, ESG Specialist, hosts this discussion with Pinto Suri, U.S. Investment Grade Credit Research Analyst.

Recorded on July 17, 2025.

This episode of Fixed on ESG unravels the perils of fast fashion, the environmental footprint, transparency challenges, and opportunities for innovation. We highlight the role of different stakeholders across the value chain in driving change towards a more sustainable future.

Samantha Van Belle, ESG Specialist at PGIM Fixed Income, hosts this discussion with Alice Roche-Naude, Sustainability Strategy Director at Futerra, and Nuvneet Dhillon, CFA, ESG Specialist at PGIM Fixed Income.

Recorded on June 12, 2025.

Often excluded from ESG portfolios on ethical grounds, the defence sector is at the forefront due to current geopolitical tensions. In this episode of Fixed on ESG, we consider whether defence companies should be included in ESG investments, the rising strategic importance of defence, investment barriers, and the potential for ESG-conscious investors to reconsider their exclusion policies.

PGIM Fixed Income’s James Malone, CFA, ESG Specialist, hosts this discussion with Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist.

Recorded on May 6, 2025.

Investors are looking to the United Nations Sustainable Development Goals (SDGs) as one tool to help guide impactful investments. This episode of Fixed on ESG explores the role of the SDGs as a framework for identifying opportunities, SDG-related challenges (e.g. “SDG washing"), the financing gap, methodological issues in assessing contributions, and factors to consider when balancing operational performance with business model alignment.

PGIM Fixed Income’s Nuvneet Dhillon, CFA, ESG Specialist, hosts this discussion with Armelle de Vienne, Co-Head of ESG Research, and Yacine Rachid, ESG Specialist.

Recorded on March 19, 2025.

Securitised credit is emerging as a key driver in financing the green transition, offering investors opportunities to support ESG initiatives without sacrificing return. This episode of Fixed on ESG navigates how securitisation helps fund green assets, the challenges of measuring financed emissions, and the evolving regulatory landscape in the U.S. and Europe. We break down the mechanics of green securitisation and discuss how investors can navigate this space.

PGIM Fixed Income’s Taylor Chatlos, ESG Specialist, hosts this discussion with David Klausner, ESG Specialist, and Edwin Wilches, CFA, Co-Head of Securitised Products.

Recorded on March 12, 2025.

Can green bonds—intended to drive sustainability—complicate emissions reporting? This episode of Fixed on ESG explores the complexities of green bonds and their reported emissions. We examine a proposal by the Partnership for Carbon Accounting Financials (PCAF) and highlight issues like vanishing emissions, unallocated proceeds, increased reporting demands, and the need for a comprehensive approach to emissions assessment, while considering the broader implications for investors.

PGIM Fixed Income’s Taylor Chatlos, ESG Specialist hosts this discussion with John Ploeg, CFA, Co-Head of ESG Research.

Recorded on January 23, 2025.